Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Jeff, like many others, was seeking independent investment platforms that enabled advisors to always place their clients’ interests first.
Stratos Wealth Partners provides advisors and their clients with a distinctly comprehensive wealth management experience. One that strives to elevate all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and personalized guidance. Stratos provides access to a wide range of financial products and strategies available in the marketplace today without the restrictions.
Stratos provides the infrastructure, resources and support necessary to allow financial advisors to focus on their core competency—advising their clients. And that, in turn, allows their clients to focus more time and energy on their own passions in life.
Today, Stratos has a national network of distinguished, experienced financial advisors and financial planning practitioners spread throughout the country, all powered by LPL Financial.
What is the Relationship between My Advisors, Stratos Wealth Partners and our Custodians?
